Event

Global Economic Outlook Conference 2026

Navigating the crosscurrents of economic policy 

in this page:

The global economic outlook is being shaped by four powerful forces – evolving trade policy, the ongoing AI boom, loose fiscal policy and monetary easing. This complex system of shocks is set keep volatility in inflation and economic activity high.

Will the US and global economies be able to avoid recession? How much do high deficits and debt matter for Europe? What are the risks from the end of globalisation and the emerging new world economic order? How will these factors impact consumers, businesses and markets?  

Join us to gain a clearer perspective on this nuanced economic landscape and what it means for prospects across countries, sectors, cities and asset markets.

Agenda

28 January 2026
09:30 – 18:00
Get Directions
09:30
Arrival & Registration
09:50
Chairman’s Introduction
Adrian Cooper
Executive Chairman
10:00
Four forces shaping the global economy in 2026
Innes McFee
CEO
10:40
The future of the US-China relationship
Chen Zhao
Founding Partner, Alpine Macro
11:10
Networking Break & Refreshments
11:40
UK and European fiscal largesse: risks and opportunities
Andrew Goodwin
Chief UK Economist
Angel Talavera
Angel Talavera
Head of Europe, Macro
12:10
Panel session: Assessing the risks and opportunities from a fractious geopolitical landscape
Innes McFee
CEO
Dan Alamariu
Chief Geopolitical Strategist – Alpine Macro
Claudine Fry
Geopolitical and Strategic Risk Advisor, Partner
Ben May
Director, Macro Forecasting & Analysis
12:50
Lunch
Track 1
14:10
The outlook for risk assets
Javier Corominas
Director of Global Macro Strategy
Daniel Grosvenor
Director of Equity Strategy, Macro Forecasting & Analysis
Sergi Lanau
Director of Global Emerging Markets Strategy
Chen Zhao
Founding Partner, Alpine Macro
Track 2
14:10
Consumers in a world of economic uncertainty
Martina Bozadzhieva
Director Macro & Investor Services
Marcos Casarin
Corporate Advisory Engagement Lead
George Bowen
Lead Economist, Cities & Regions
15:10
Networking Break & Refreshments
Track 1
15:30
The outlook for European real estate markets
Mark Unsworth
Director, Real Estate Economics
Elizabeth Szep
Associate Director – Real Estate Economics Service
Riccardo Pizzuti
Lead Real Estate Economist
Track 2
15:30
Where next in the industrial cycle?
Jeremy Leonard
Managing Director, Industry Services
Abby Samp
Director, Industry Subscription Services
16:30
Drinks Reception
18:00
Conference Ends

Our Presenters

  • Adrian Cooper

    Adrian Cooper

    Executive Chairman

    Adrian Cooper

    Executive Chairman

    LinkedIn: https://www.linkedin.com/in/adrian-cooper-379350b

    Adrian Cooper is Executive Chairman of Oxford Economics, overseeing the strategic direction of the company and its team of over 750 professionals, including more than 450 economists.  Adrian was previously Oxford Economics’ CEO for over 25 years, during which it grew strongly to become the world leader in economic forecasting and consulting.  As well as speaking extensively on global economic issues, Adrian has also led Oxford Economics’ work on a wide array of consultancy projects, ranging from policy advice to government departments in Europe, the US, Africa, and Asia to detailed analysis of the economic impact of particular industries and investment proposals.

    Adrian spent the first seven years of his career with HM Treasury, England. During this time, he worked on the analysis of tax and other economic policy changes as part of the preparations for the UK Budget. He was also the coordinator of the government’s macroeconomic forecast for two years.

    Prior to joining Oxford Economics in 1994, Adrian was UK economist for James Capel & Company, responsible for analysing and forecasting the UK economy for institutional investors, as well as briefing Capel’s own traders. Adrian was educated at the University of Bristol, England, where he gained a first-class degree in Economics; and at the London School of Economics and Political Science, England, where he achieved a distinction in the MSc in Economics.

  • Chen Zhao

    Chen Zhao

    Founding Partner, Alpine Macro

    Chen Zhao

    Founding Partner, Alpine Macro

    LinkedIn: https://www.linkedin.com/in/chen-zhao-a7668416/

    Chen Zhao is the Chief Global Strategist of Alpine Macro. From 2015 to 2016, he was Co-Director of Macro Research at Brandywine Global Investment Management. Prior to Brandywine Global, Chen spent 23 years at BCA Research as Partner, Managing Editor and Chief Global Strategist, Chen developed and wrote BCA’s China and Emerging Markets publications in the 1990s. Chen became the firm’s Chief Global Strategist in the 2000s and was the author of BCA’s flagship publication, Global Investment Strategy from 2005 to 2015. He holds an MA in economics from the Central University of Finance and Economics, was a visiting scholar at University of Illinois at Urbana-Champaign and pursued post graduate studies with a PhD candidacy at McGill University.

  • Innes McFee

    Innes McFee

    CEO

    Innes McFee

    CEO

    LinkedIn: https://www.linkedin.com/in/innes-mcfee-31a66b13/

    Innes McFee is the Chief Executive Officer and Chief Economist of Oxford Economics, based in London. Innes is responsible for coordinating and managing Oxford Economics’ global economic analysis, forecasting and consultancy activities, and overseeing its global team of over 450 professionals including 300 economists and analysts.  Innes has worked in the Macroeconomic Consulting and the Macro & Investor Services teams since joining Oxford Economics in 2017. Most recently he has led the growth in Oxford Economics’ subscription business writing and presenting to clients globally on macroeconomic, investment strategy and real estate issues.

    Innes joined Oxford Economics after 6 years at Lloyds Banking Group as a Senior Economist, where he was responsible forecasts and analysis of the UK and international economy. Prior to joining Lloyds Innes was an Economic Advisor at HM Treasury. Innes has a first-class undergraduate degree in Economics from the University of Durham and an MSc in Economics from Warwick University.

  • Angel Talavera

    Angel Talavera

    Head of Europe, Macro

    Angel Talavera

    Head of Europe, Macro

    LinkedIn: https://www.linkedin.com/in/angel-talavera-b047357/

    Ángel Talavera is Head of European Economics and is responsible for developing Oxford Economics’ macro view on the region, as well as producing macroeconomic forecasts for Spain. He manages a team of 12 economists producing regional and country-specific thematic research on over 30 countries, as well as contributing to the editorial line of Oxford Economics globally. Angel’s work also involves presenting the outlook to clients around the world and he is frequently quoted in international media.

    Prior to joining Oxford Economics, Ángel spent over five years in two different stints as an economist at FocusEconomics, a Barcelona-based macroeconomic consulting firm. In between, he worked at Beazley Group, an insurance firm based in London, where he focused on country risk.

  • Andrew Goodwin

    Andrew Goodwin

    Chief UK Economist

    Andrew Goodwin

    Chief UK Economist

    LinkedIn: https://www.linkedin.com/in/andrew-goodwin-2bb51458

    Andrew Goodwin is the Chief UK Economist at Oxford Economics. He is responsible for Oxford Economics’ UK macroeconomic forecasting and analytical content. Andrew regularly comments on the UK’s economic outlook in print, online and broadcast media. Andrew has been with Oxford Economics since August 2008.

    Before joining Oxford Economics, he spent three years working for Experian, where he managed the Regional Planning Service and produced UK macroeconomic forecasts from the national level down to local authorities. Before joining Experian, Andrew spent four years as a senior economist at the Confederation of British Industry (CBI).

  • Gabriel Sterne

    Gabriel Sterne

    Head of Emerging Markets

    Gabriel Sterne

    Head of Emerging Markets

    LinkedIn: https://www.linkedin.com/in/gabriel-sterne-641b7123/

    Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

  • Dan Alamariu

    Dan Alamariu

    Chief Geopolitical Strategist - Alpine Macro

    Dan Alamariu

    Chief Geopolitical Strategist - Alpine Macro

    LinkedIn: https://www.linkedin.com/in/dan-alamariu-a5387b/

    Prior to joining Alpine Macro, Dan spent eight years with UBS, as an Executive Director, responsible for country sovereign risk analysis for the Americas. Prior to UBS, Dan was a Director at Eurasia Group in various roles, including in global comparative analysis, and ran product development. He has also worked at the Bank of Tokyo-Mitsubishi UFJ, and at Deloitte Consulting. Dan pursued postgraduate studies in International Relations at the London School of Economics, holds a master’s degree in International Affairs from Columbia University, and a BSFS from Georgetown University.

  • Claudine Fry

    Claudine Fry

    Geopolitical and Strategic Risk Advisor, Partner

    Claudine Fry

    Geopolitical and Strategic Risk Advisor, Partner

    LinkedIn: https://www.linkedin.com/in/claudine-fry-96a41388/

    Claudine joined Control Risks in 2008 as an expert on South Asia with focussing on Afghanistan and Pakistan. Prior to joining Control Risks, Claudine worked as an analyst at Oxford Analytica and as an editor and researcher at BBC Monitoring for publications available to UK government departments, the BBC and a number of commercial databases. She has also worked at the Future Events News Service, and at the Institute for War and Peace Reporting. Claudine holds a BA in War Studies and History from King’s College London.

  • Ben May

    Ben May

    Director, Macro Forecasting & Analysis

    Ben May

    Director, Macro Forecasting & Analysis

    LinkedIn: https://www.linkedin.com/in/ben-may-b556a7177/

    Ben May is a Director of Global Macroeconomic Research at Oxford Economics and is involved in the production and presentation of the company’s global macroeconomic views, with a leading role in our coverage of the advanced economies. Ben joined Oxford Economics in April 2014. He has over 15 years’ experience as a macro economist in the public and private sector and has over a decade’s expertise covering the Eurozone economy.

    Before joining the Global Macro team, Ben worked on the Eurozone team at Oxford Economics. In addition to his working covering broad Eurozone issues he was also responsible for research on the ECB and Germany. Prior to joining Oxford Economics, Ben spent over six years at Capital Economics and was responsible for the coverage of the southern Eurozone economies throughout the Eurozone crisis. Before that, he spent seven years at the Bank of England, working in three divisions of the Monetary Analysis area of the Bank, which provides research and analysis for the Monetary Policy Committee. Ben has a BSc in Economics with Statistics from the University of Bristol and an MSc in Economics from University College London.

  • Javier Corominas

    Javier Corominas

    Director of Global Macro Strategy

    Javier Corominas

    Director of Global Macro Strategy

    LinkedIn: https://www.linkedin.com/in/javier-corominas/

    Javier Corominas is Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well the tactical calls across all asset classes. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.

    Javier is a senior macro and multi-asset investment strategist with over 16 years’ experience in active portfolio management as well as in independent macro research.

    He has a background in macro-economic modelling and forecasting, portfolio optimization and risk budgeting, asset allocation (SAA and TAA), relative value models and global thematic investment research. This is coupled with a demonstrable track record in drawing conclusions for key asset markets, and developing profitable trade and investment strategies in FX, rates and the liquid asset classes.

    Prior to re-joining Oxford Economics, he was a Director and Head of Research at Record Currency Management, one of the largest institutional currency managers in the world, with pension funds, insurance companies, family offices and private equity houses as clients globally.

    Javier is regular commentator on currency, fixed income and broader global macro themes in the financial media/press and a regular speaker and presenter at global investment conferences and fora.

    Javier holds both a First-Class Degree and an M. Phil in Economics from Cambridge University. He has a keen interest in world history and all manner of racquet sports, and is also fluent in Spanish and French.

  • Daniel Grosvenor

    Daniel Grosvenor

    Director of Equity Strategy, Macro Forecasting & Analysis

    Daniel Grosvenor

    Director of Equity Strategy, Macro Forecasting & Analysis

    LinkedIn: https://www.linkedin.com/in/daniel-grosvenor-8435b828/

    Daniel is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. He joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong.

  • Sergi Lanau

    Sergi Lanau

    Director of Global Emerging Markets Strategy

    Sergi Lanau

    Director of Global Emerging Markets Strategy

    LinkedIn: https://www.linkedin.com/in/slanau/

    Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

  • Martina Bozadzhieva

    Martina Bozadzhieva

    Director Macro & Investor Services

    Martina Bozadzhieva

    Director Macro & Investor Services

    LinkedIn: https://www.linkedin.com/in/martina-bozadzhieva/

    Martina is Director in our Macro and Investor Services team where she looks after OE’s Real Estate Economics Service and also heads up the Corporate Advisory team. The corporate advisory team supports executives at corporates in bringing the power of economics to their planning, investment, and monitoring work and bridges the gap between economic analysis and impactful business decisions. 

    Previously, Martina was Chief Research Officer at FrontierView where she oversaw the company’s global research team and worked extensively to support VPs of region, CFOs, and strategy leaders at some of the world’s largest multinational companies. Her background combines economic and political training with extensive experience of applying these to the needs of global business leaders. Martina holds a BA in International Affairs from Georgetown University’s School of Foreign Service, and a MA in Eurasian, Russian, and East European studies from Georgetown. 

  • Marcos Casarin

    Marcos Casarin

    Corporate Advisory Engagement Lead

    Marcos Casarin

    Corporate Advisory Engagement Lead

    LinkedIn: https://www.linkedin.com/in/marcos-casarin-938b0329/

    Marcos assists clients in the corporate sector at Oxford Economics in gaining key insights from our forecasts and analyses, as well as understanding how to use economic insights to make strategic business decisions.

    He is based in our London office. Prior to working in corporate advisory, Marcos was the chief economist and general manager for Oxford Economics in Latin America based in Mexico City, in charge of managing a team of economists producing research and forecasts for over 30 countries as well as leading several consultancy projects with major firms. Before joining Oxford Economics in 2012, Marcos completed his MSc in Economics & Finance at the Barcelona School of Economics and worked at the Brazilian Development Bank in Rio de Janeiro. Marcos is fluent in English, Spanish, and Portuguese.

  • George Bowen

    George Bowen

    Lead Economist, Cities & Regions

    George Bowen

    Lead Economist, Cities & Regions

    LinkedIn: https://www.linkedin.com/in/georgebowen/

    George is a Lead Economist in the Cities and Regions forecasting team. He manages Oxford Economics’ Global Cities forecasting service and associated research. George is also responsible for the team’s Middle Eastern regional forecasts, supporting clients on a range of bespoke projects.

  • Mark Unsworth

    Mark Unsworth

    Director, Real Estate Economics

    Mark Unsworth

    Director, Real Estate Economics

    LinkedIn: https://www.linkedin.com/in/mark-unsworth-06921a222/

    Mark is responsible for the UK and European Real Estate Economics Service having joined Oxford Economics in 2021 following 6 years at Cushman & Wakefield as Partner – Head of EMEA Forecasting. At Cushman, Mark led the quarterly city-level property forecasting service, produced pan-European property market consultancy reports and authored a range of content on cyclical and thematic issues. Prior to that Mark spent 7 years at GIC Real Estate as an Assistant Vice President in their Global Research & Strategy team focussing on European market analysis, investment strategy and asset allocation.

  • Elizabeth Szep

    Elizabeth Szep

    Associate Director - Real Estate Economics Service

    Elizabeth Szep

    Associate Director - Real Estate Economics Service

    LinkedIn: https://www.linkedin.com/in/elizabeth-szep-cfa-8b973743/?originalSubdomain=ae

    Commercial real estate research professional who is passionate about utilizing data to understand trends and drive investor strategies across global markets. Background working on both the GP and LP sides of business and across all major property types and modes of access. Experienced in leadership, public speaking, writing, data analysis & visualization.

  • Riccardo Pizzuti

    Riccardo Pizzuti

    Lead Real Estate Economist

    Riccardo Pizzuti

    Lead Real Estate Economist

    LinkedIn: https://www.linkedin.com/in/riccardo-pizzuti-30025160/

    Riccardo is involved in the production of property forecasts and market insights for the UK and European Real Estate Economics Service. He joined Oxford Economics in 2021 following six years at Cushman & Wakefield, where he was a Senior Analyst in the EMEA forecasting team. At Cushman, he was looking after the production of quarterly city-level commercial property forecasts across Europe, along with relative pricing analysis. His role also encompassed research publications, client presentations, and product development.

  • Jeremy Leonard

    Jeremy Leonard

    Managing Director, Industry Services

    Jeremy Leonard

    Managing Director, Industry Services

    LinkedIn: https://www.linkedin.com/in/jeremyaleonard/

    Jeremy Leonard is responsible for overseeing the work of the industry forecasting team and managing the operation and output of Oxford Economics’ Global Industry Model as well as related consultancy work.

    Jeremy’s knowledge and past experience span a broad range, including competitiveness and offshoring/reshoring, commodity price modelling, and applied economic research on sectors ranging from biotech to heavy manufacturing to telecoms. In addition to numerous recurring bespoke sales and output forecasts for industries as diverse as machine tools and consumer packaging, recent consulting assignments have included the drivers of competitiveness in the chemical sector, forward-looking analyses of high-growth sectors across a range of emerging economies, and the ways in which digital technologies are transforming economic activity across manufacturing and service sectors.

    Prior to joining Oxford Economics, Jeremy ran his own consulting firm based in Montreal, Canada providing a variety of economic analysis and forecasting services related to commodity prices, competitiveness, and the Canadian and US economic outlooks for the Washington, DC-based Manufacturers Alliance for Productivity and Innovation, as well as serving as economic research director for the Montreal-based Institute for Research on Public Policy.

    Born and raised in Washington, DC, Jeremy was educated at the University of Pennsylvania and McGill University, where he received his MA in Economics summa cum laude. He also speaks fluent French.

  • Abby Samp

    Abby Samp

    Director, Industry Subscription Services

    Abby Samp

    Director, Industry Subscription Services

    LinkedIn: https://www.linkedin.com/in/mary-abby-samp-2b194610/

    Abby is the Director of Global Industry Subscription Services, where she oversees service developments, helps shape the global industry overview and monitors and updates the forecast for the high-tech sector. Abby manages developments to Oxford Economics’ Global Industry Model (GIM), has extensive experience in modelling and scenario-based project work.

    Abby has a BASc in Economics from McGill University in Montreal, where she graduated with great distinction and received the Hubert Marleau prize for top marks in economics. She also holds an MSc in Econometrics and Mathematical Economics from the London School of Economics and Political Science, where she graduated with distinction.”

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